No_Privacy_🅰️nymore

2.9K posts

No_Privacy_🅰️nymore banner
No_Privacy_🅰️nymore

No_Privacy_🅰️nymore

@no_privacy

Not offering financial advice, just my opinions on a handful of companies I follow.

Katılım Mayıs 2023
260 Takip Edilen1.7K Takipçiler
Sabitlenmiş Tweet
No_Privacy_🅰️nymore
No_Privacy_🅰️nymore@no_privacy·
Given the recent share price gains and Reddit community growth I thought it might be helpful to recap some of the potential features that $ASTS should eventually support. It is a team effort to spread the word of what may be possible in the future. reddit.com/r/ASTSpaceMobi…
English
9
19
138
20.8K
No_Privacy_🅰️nymore
@crypto_biotech WTF? Starlink D2D barely works as is and they had to spend $19B for spectrum that isn’t as good as what AST got for a steal. SpaceX is dumping shares on uniformed passive investors via qqq. Go fuck yourself
English
0
0
1
242
BioPharm_the_Magnificent
BioPharm_the_Magnificent@crypto_biotech·
$TSLA $ASTS $T StarLink will be valued at significantly more than $200 Billion. Some of these old tweets are fascinating in light of StarLink success. So many “experts” or FURUs weighed in and now with New Glenn disaster…it turns out reliability is quite important and more so than ever. Never bet against @elonmusk
English
2
0
6
1.5K
TopSecretStocks 🤫
TopSecretStocks 🤫@topsecretstocks·
A new #Stock I'm looking into is $PCT Unlike traditional mechanical recycling, PureCycle removes all colors, odors, and contaminants. The resulting Ultra-Pure Recycled (UPR) resin is virtually indistinguishable from virgin plastic. The technology allows for "infinite" recycling of products that were previously considered unrecyclable, such as carpets, food containers, and colored plastic caps. Quick check of their financials 👇 • During the third quarter of 2025, PureCycle grew revenue to $2.4 million. • $234 million of cash 💰 • net loss (28,370) 🔴 BUT they reduced their net loss YoY significant which looks good. $PCT Strategy 👇 2025 has been a pivotal "scale-up" year for the company after facing technical delays in 2024. • Ironton Facility (Ohio): The flagship plant is now operational and hitting production records. In Q3 2025, it produced 7.2 million pounds of pellets, with September alone accounting for 3.3 million pounds. • Global Expansion: PureCycle has secured $300 million in new capital (June 2025) to fund international growth, with new facilities planned in Belgium (having received EU REACH certification in Oct 2025) and Thailand. Management expects to run the Ironton plant at 60-70% capacity in early 2026, aiming for near "nameplate" (full) capacity by the second half of next year. 🟢 My take 👉 PureCycle has transitioned from an R&D-heavy startup to a commercial-scale producer. While stock volatility remains due to the complexity of scaling a first-of-its-kind technology, the successful 2025 production ramp-up has significantly de-risked the business model. $PCT will be on my Watchlist for 2026
TopSecretStocks 🤫 tweet mediaTopSecretStocks 🤫 tweet media
English
4
0
30
6.3K
No_Privacy_🅰️nymore
No_Privacy_🅰️nymore@no_privacy·
@guo_lin99725 No position?? 🤔 I’m as bullish as can be! I’m long shares and calls but really like $60/150 bullish call spreads.
English
0
0
4
291
Grey
Grey@guo_lin99725·
Honest observation on the $ASTS action Friday. I’m watching this entirely from the sidelines (no position), but the market reaction to a routine 6-day launch slip felt excessive to me. In my experience, price action like that usually needs a bigger liquidity driver than just a minor schedule update. Looking at the filings, American Tower (Tower Corp) executed a significant block sale (~$160M) right in that window via Form 144. My working theory is that the headlines focused on the "delay," but the tape was actually reacting to that massive supply hitting the market. It looks more like a liquidity event than a fundamental panic. Curious to hear thoughts from those closer to the name. Does this align with what you're seeing in the flow? @CatSE___ApeX___ @spacanpanman @no_privacy #ASTS #SpaceMobile #MarketStructure
Grey tweet media
English
2
0
5
882
No_Privacy_🅰️nymore
No_Privacy_🅰️nymore@no_privacy·
@jdmarkman @FredLambert I like to judge a company by the value of new products they are shipping. The newest actual product (Cybertruck) was a design highly influenced by Musk directly. Biggest flop in decades. They should stop making it and write it off but are too embarrassed to admit it.
English
0
0
0
126
No_Privacy_🅰️nymore
No_Privacy_🅰️nymore@no_privacy·
@jdmarkman @FredLambert As for the humanoid robot business, give me a f'ng break. The unit economics are quite suspect vs specialized robotics and $TSLA is highly unlikely to be able to sustain a competitive advantage with high margins. Too much competition IMO.
English
1
0
0
156
Fred Lambert
Fred Lambert@FredLambert·
I don't know who needs to hear this today, but $TSLA would need to drop 80% or its earnings would need to increase 6x just to trade at a 50 P/E.
English
125
48
529
32.6K
No_Privacy_🅰️nymore
No_Privacy_🅰️nymore@no_privacy·
@jdmarkman @FredLambert Yes the share price of $TSLA has generated very high returns to date. So did Cisco and Sun Microsystems and other businesses during the dot com bubble which ultimately popped and destroyed enormous paper wealth. Telsa's brand is toxic to me and many others. ☠️
English
1
0
0
75
Jon Markman 🛸
Jon Markman 🛸@jdmarkman·
I’m sorry I wasn’t clear earlier. I reject all of your analysis about P/E ratios. I don’t think Tesla’s P/E ratio matters one iota. It is not now, nor has it ever been, how the company is being valued by investors, which helps explain the 37,000% share price growth since the IPO. This drives people crazy, especially bears, but stock prices are rarely about “math.” You can argue otherwise, but that leads to the trap of insisting you are right about the share price and everyone else is wrong. Respectfully, that is not analysis; it is arrogance.
English
5
0
7
371
No_Privacy_🅰️nymore
No_Privacy_🅰️nymore@no_privacy·
@Automoto415792 I definitely enjoy Bluesky and pretty much only post there. I still use Xitter to track $ASTS content and a few other companies. Musk has turned this platform into 💩
English
2
2
14
773
Automoto
Automoto@Automoto415792·
Spending time on X is becoming a worthless activity among thousonds of Tesla bots and influencers 24/7 worshipping Musk. Unless one pays for “boost” tweets are only visible to couple of hundreds of people especially if it is critical of Elon musk or Tesla. Bluesky looks more of an option
English
19
5
40
6.2K
No_Privacy_🅰️nymore retweetledi
PureCycleTech
PureCycleTech@PureCycleTech·
It was great to share on our latest Corporate Update call that our proposal for the EIF has been accepted! These EIF funds will be used to help cover a portion of the construction of PureCycle’s first European dissolution recycling facility in Antwerp, Belgium’s NextGen District.
PureCycleTech tweet media
English
0
4
59
7.6K
No_Privacy_🅰️nymore
No_Privacy_🅰️nymore@no_privacy·
@boyc51797 Now do some math on the potential electricity savings you can achieve by powering down low usage rural towers during off peak hours... You are talking hundreds of millions of $'s per year that drop right to the MNO's bottom line.
English
0
0
2
85
WB85
WB85@boyc51797·
TL;DR: Kook was right again. AST is in the insurance industry and everyone’s going to buy a policy eventually. $asts
English
5
2
59
1K
WB85
WB85@boyc51797·
@thekookreport was right in his spaces: satellite coverage isn’t about selling data from orbit by the gigabyte, but about the knowledge that your phone can send a text or call for help from anywhere. That baseline service is insurance and should be priced accordingly. $asts 1/8
English
3
8
91
23K
뛰뽱
뛰뽱@on2love2·
오픈도어 약 6천주 판매한 금액 그대로 퓨어사이클 테크놀로지 매수. 오픈도어에 애정은 있지만 현 시점에서 내 눈에 PCT만큼 좋아보이는 회사는 없어서 본격적 매수 들어갑니다. $OPEN $PCT
뛰뽱 tweet media
한국어
1
0
8
1.1K
No_Privacy_🅰️nymore
No_Privacy_🅰️nymore@no_privacy·
In celebration of new ATH's for $ASTS, you might consider doing a bit of holiday shopping early. I think many of us are going to have a lot more vacation days soon!
No_Privacy_🅰️nymore@no_privacy

For any $ASTS investor CELEBRATING 🥳 the gains this past week, I encourage you to check out this new product from fellow / former investor @GalenMudd. He has a MADE IN THE USA cooler that is perfect for floating in water. I'm planning on more vacation days 🏖️⛺in the future!

English
0
2
18
2K
No_Privacy_🅰️nymore retweetledi
PureCycleTech
PureCycleTech@PureCycleTech·
Our partnership with Brückner has allowed us to begin providing potential customers samples of BOPP film made from PureFive™ resin. Click the link below to view the video they debuted on their website detailing how our relationship continues to grow. brueckner-maschinenbau.com/en/news-insigh…
PureCycleTech tweet mediaPureCycleTech tweet mediaPureCycleTech tweet mediaPureCycleTech tweet media
English
1
3
38
3.1K